New Member Onboarding Specialist - Remote

Remote Jobs; Fairmont (WV); Remote; USD 50,000 - 80,000; Full time

Job summary

Remote Jobs is offering a client-facing, fully remote position in financial services. The role involves enrolling and supporting clients who seek guidance, with tools and mentorship provided by a growing team.

You will pair with experienced colleagues to deliver value to families through the company’s process-driven approach. The job emphasizes a schedule you can build around real life, training, and leaders who stay engaged in your development.

Qualifications

• Clear and human communication is essential.
• Ability to work with minimal supervision and remote discipline.
• Willingness to follow established processes and guidelines.
• Interest in discussing benefits, not just hard sales.

Responsibilities

• Enroll and support clients who request guidance in a fully remote setting.
• Collaborate with a growing team and leverage provided tools and mentorship.
• Participate in training and engage with a process-driven hiring workflow.

Skills

Clear and human communication

Self-motivation with minimal oversight

Openness to proven processes

Interest in benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.